Shane Dir (CRD# 5167781) is an Investment Advisor Representative working at Hidden Cove Wealth Management in Bainbridge Island, WA and has over 17 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hidden Cove Wealth Management,llc | Bainbridge Island, WA | Mar 2022 - Current | 2 |
| Resources Investment Advisors, LLC | Overland Park, KS | May 2019 - Current | 4 |
| One Strategic Capital | Bainbridge Island, WA | May 2006 - Current | 17 |
| Triad Advisors | Norcross, GA | Jun 2019 - May 2020 | < 1 |
| Hornor, Townsend & Kent, Inc. | Horsham, PA | Jun 2006 - May 2019 | 12 |
| Penn Mutual | Horsham, PA | Jun 2006 - Jun 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2006 |
- TX
- WA
-
Total Assets Under Management253MILLIONS
-
Total Number of Accounts839ACCOUNTS
-
Average Account Value$301,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, OR, TX, WA
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